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Working with Lists

For many record types, you can limit the records you see by creating filtered lists. A filtered list shows a subset of the records that meet the criteria making up the list.

Oracle CRM On Demand provides standard filtered lists for many record types, which appear on the record Homepage. Custom lists that you or your managers create are added to that List section.

When you select a filtered list, the list of records that meet the list criteria opens in the record List page. You can choose to display the first 5, 10, 25, 50, 75, or 100 records in the page at one time. The option you choose is maintained in the List pages for all record types, until you change it again. When you browse a list, the record on which your pointer is resting is highlighted by a change in the background color.

NOTE: Oracle CRM On Demand can use only one method of collation to determine the sort order within lists. The collation method was chosen to provide the best solution for all languages. However, it can result in some letters appearing in the wrong order in some languages.

What Happens If There Is More Than One Page of Records?

If there are more records in the list than can be shown on one page, then the following occurs:

  • You can click the navigation icons at the top or bottom of the list page to move to the next page, previous page, first page, or last page in the list.
  • The last page in the list shows a full page of records, and the number of records shown on the last page in the list is determined by the number of records you choose to display in your list page. As a result, some of the records that appear on the last page of the list might also appear on the second from last page.

    For example, assume that a list has a total of 40 records, and you choose to display 25 records in your list page. The records are displayed over two list pages. The first page of the list shows the first 25 records, while the last page of the list shows the last 25 records in the list. In this example, 10 of the records in the list appear on both the first page and the last page of the list.

Tasks That You Can Perform from the List Pages

From the List pages, you can do the following:

  • Sort the records.
  • Review multiple records at a glance.
  • Find a record to review, delete, or update.
  • Update the fields on the List page inline.
  • Create new records.

About Using Custom Fields to Sort Lists

For performance reasons, some custom fields cannot be used to sort lists. The following general rules apply:

  • You cannot use the following types of custom fields to sort lists of any record type, including the custom object record types:
    • Check box fields
    • Web link fields
    • Multi-select picklist fields

      However, for any given record type, there might be other types of custom fields that you cannot use to sort lists.

  • For the Custom Object 01 through 03 record types, you cannot use any type of custom field to sort lists.

Actions That You Can Perform on the Listed Records

In addition, you can use the record-level menu (beside each record name) to perform various actions on the listed records, including some or all of the following:

  • Open the Edit page for the record (by selecting the Edit option), where you can edit all of the fields on the record.
  • Create a new record by copying the existing record. Your company administrator determines which field values are automatically copied to the new record.
  • Delete a record.

You can filter the list further if there are too many records on the page. For more information about quick ways of filtering your lists, see Filtering Lists. You can also add the list to the Favorite Lists in the Action bar by clicking the Favorites icon.

Each filtered list is specific to the record type, such as Opportunities or Accounts. All employees can create filtered lists for their own use, but you need to be assigned the appropriate role to create public lists that are available to all employees.

NOTE: A list that you or your managers create appears in only the language it is created. If you switch languages, it is not added to the lists in the other languages that the application supports. Only the default filtered lists appear in all languages. For example, if an Italian manager creates a new list and some of her team uses the Spanish version of the product, her team members don't see the newly-created list.

About Creating Bookmarks for List Pages

In most lists, the pages in the list share the same URL. As a result, when you create a bookmark for a page within a list, the bookmark always opens the list at the page that opened when you first accessed the list (usually the first page in the list). Similarly, when you copy the URL from the address field of a page within a list and later paste the URL into your browser address field, the list opens at the page that opened when you first accessed the list.

For example, when you open a list from a list link on the Account Homepage, the list opens at the first page. If you navigate to the third page in the list and create a bookmark for that page, then the new bookmark will open the list at the first page (that is, the page that opened when you first accessed the list).

NOTE: If you created a bookmark for a specific page within a list in Oracle CRM On Demand Release 18 or earlier, then that bookmark opens the list at the page where you originally created the bookmark. For example, if you created a bookmark for the fifth page in a list in Oracle CRM On Demand Release 18, then that bookmark opens the list at the fifth page. However, if you then navigate to the sixth page in the list and create a new bookmark for that page, then the new bookmark will open the list at the fifth page (that is, the page that opened when you first accessed the list from the bookmark you created in Oracle CRM On Demand Release 18).

List Management Options

In the List page for most record types, there is a Menu button with some or all of the following options:

Accessing the List Management Options

The way in which you navigate to the list management options varies with the record type as shown in the following table:

Record Type

Steps

Main record types (on tabs)

  1. Click the record tab at the top of the page.
  2. In the Lists section, click a list.
  3. Click the Menu button and select the required option.

You can also access the New List page as follows:

  1. Click the record tab at the top of the page.
  2. In the List title bar, click the New button.

NOTE: Communication Lists are lists for specific types of activities. Therefore, use the Activities List page to create additional Communication Lists. Communication lists are available only if your company uses the call center,

Activities

  1. Click the Calendar tab.
  2. In the Open Tasks section, click the Show Full List link.
  3. Click the Menu button and select the required option.

Alerts

  1. Click the Home tab.
  2. At the bottom of the Alerts section on My Homepage, click the Show Full List link.
  3. Click the Menu button and select the required option.

NOTE: If there are no alerts, the Show Full List link does not appear.

Attachments

Available only if your role includes the Manage Attachments privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Manage Attachments link.
  4. On the Manage Attachments page, click the Create New List button.

Users

Available only if your role includes the Manage Users and Access privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the User Management and Access Controls link.
  3. Click the User Management link.
  4. Click the Menu button and select the required option.

Product Categories

Available only if your role includes the Manage Content privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Product Categories link.
  4. Click the Menu button and select the required option.

Products

Available only if your role includes the Manage Content privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Products link.
  4. Click the Menu button and select the required option.

Standard Filtered Lists

For a description of the standard filtered lists, see the Working with the record type Homepage topic for each record type; for example:

To open a list

  1. Click the record tab.

    NOTE: For lists of activities, click the Calendar tab and then click Show Full List in the Open Tasks section. For information about working with lists of activities, see Working with Activity Lists.

  2. From the Lists section on the record Homepage, select the list you want to work with.

Changing the Sequence of Lists Appearing on a Homepage

You can use the following procedure, or from a Lists page, click Menu and select Manage Lists to access the List Order button.

To change the sequence of lists appearing on a Homepage

  1. Click the record tab.
  2. At the bottom of the record Lists section, click the Manage Lists link.
  3. Click the List Order button.
  4. In the Lists to Appear on Homepage list, use the arrows to change the sequence of the lists.
  5. Click Save.

    On the record Homepage, the lists appear in the sequence you set up. (Only the first 10 lists appear on the Homepage.)


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.